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20120925
20121003
Search Results 0 to 8 of about 9 (some duplicates have been removed)
last october. mostly because of concern about the fiscal cliff. we could see major cuts in defense spending. given it gets 70% of its sales from the department of defense you can see why people would be nervous. however, i think those worries might be baked into the stock at those levels. it might be exaggerated. plus xls sports a juicy 4% yield. even if the worse does happen they're paying you to wait for washington to sort itself out. the other thing it represents a niche area within the budget. it's not one of those big old cold war programs that they have. i don't know if we should even be that worried. among the other things the company makes is highly secure communication systems, energy annal just, warfare systems, night vision goggles. it also has an information technical side where they do everything from aircraft traffic management for the faa and networks. that's probably less sensitive to the budget cuts we're all so worried about. last quarter was quite strong. if we don't fall off the fiscal cliff this could be the right stock to own. even if we do smash into the fisc
'm going to toss to. only if it's down will i toss to it. i'm worried about one defensive back out there and that's the chart which indicates that union pacific won't be able to hold on to the ball. otherwise i'll keep the ball myself. maybe dump it off into cash. remember, you don't always need to pass it. the bottom line, i have now completed my check down of fourth quarter opportunities based on the third quarter and i've limited it to one player -- the wide receiver that's union pacific. i'll go to him to pick up a quick six points or maybe more. after the break i'll try to make you more money. >>> coming up, war on the web? the internet's tech giants have been locked in a battle for search supremacy but after poaching one of google's top guns is it finally time to say yes to yahoo!? should you search for a different stock? cramer decides. >>> later, industrial strength? prologis is at the center of the global supply chain operating a portfolio of distribution centers, warehouses and commercial real estate around the world. tonight, cramer is talking to the ceo to get a real re
Search Results 0 to 8 of about 9 (some duplicates have been removed)